Company lists · Data refreshed September 2026
Top 22 Investment advisory services based in Honolulu, United States
RevenueBase identified 36 investment advisory services headquartered in Honolulu, United States as of September 2026 and tracks 179 professional contacts across them, including 64 with verified work emails. New York is the largest hub.
This list covers investment advisory services headquartered in Honolulu, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 22 largest investment advisory services based in Honolulu, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 21 contacts → | ||||
Indirect evidence “At Wealth Strategy Partners we take pride of delivering cutting edge strategies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 12 contacts → | ||||
Indirect evidence “INPAC Wealth helps individuals, families, business owners, and real estate investors navigate life's most significant financial transitions through holistic financial planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 10 contacts → | ||||
Partial evidence “For over 30 years, Bonnie Rice and her management team have been trusted wealth advisors for individuals and families, as well as for foundations and endowments throughout Hawaii…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 10 contacts → | ||||
Indirect evidence “At Milestone Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Indirect evidence “We understand that individuals face unique challenges as they prepare for retirement.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Strong evidence “CKW Financial is an independent wealth advisory and investment consulting firm that balances global investment leadership and resources with a client focus.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Strong evidence “Andrews Advisory Associates, LLC is a Registered Investment Adviser firm located in Honolulu, Hawaii.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Indirect evidence “Achieving financial comfort, planning for a secure retirement, mitigating taxes, taking care of family, making sure children (or grandchildren) get an education, build a legacy….” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Partial evidence “Regency Capital is a private asset management and wealth advisory firm serving high net worth individuals, families, and select institutions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence “Wealth Managing Partners, Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “Our Mission Our primary responsibility is to assist you navigating safely through the different phases of your financial journey.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Partial evidence “Investor Group HI is an independent financial advisory firm focused on getting individuals, families and businesses on the path to financial well-being.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “Founded by Michelle H.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “Roger Higa Financial Services LLC is a full-service insurance and financial services firm dedicated to helping our clients build wealth and protect their hard-earned assets.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “Our client’s goals, objectives and dreams, and concerns come first.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “Securities offered through Vanderbilt Securities, LLC • Member: FINRA, SIPC Registered with MSRB.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “Robert E.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Strong evidence “Diamond Head Financial Advisors LLC is a Hawaii-based investment advisory founded by Steven Connell, a former partner at the Capital Group Companies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “We are a boutique investment management firm in Honolulu.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment advisory services. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names investment advisory services.
- Partial evidence
- Its own public description names part of investment advisory services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment advisory services. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 22 of 36 investment advisory services based in Honolulu, United States
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Investment advisory services based in Honolulu, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Honolulu, so it is reported there. Company counts and contact totals on this page are exact for Honolulu, over 36 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment advisory services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Honolulu, United States whose own description of what they do matches “investment advisory services”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment advisory services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among investment advisory services, and records with no verified work email. Companies headquartered outside Honolulu are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 64 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Investment advisory services by metro in the United States
- Investment advisory services in New York532
- Investment advisory services in Atlanta274
- Investment advisory services in Houston253
- Investment advisory services in Dallas234
- Investment advisory services in Chicago222
- Investment advisory services in San Diego204
- Investment advisory services in Austin179
- Investment advisory services in Scottsdale174
- Investment advisory services in Charlotte169
- Investment advisory services in Denver165
- Investment advisory services in Miami155
- Investment advisory services in San Francisco153
- Investment advisory services in Boston147
- Investment advisory services in Los Angeles147
- Investment advisory services in Tampa131
- Investment advisory services in Portland129
- Investment advisory services in Cincinnati120
- Investment advisory services in Phoenix112
- Investment advisory services in Irvine110
- Investment advisory services in Raleigh110
- Investment advisory services in Columbus106
- Investment advisory services in Overland Park105
- Investment advisory services in Newport Beach100
- Investment advisory services in Indianapolis98
- Investment advisory services in Minneapolis92
- Investment advisory services in Seattle92
- Investment advisory services in Pittsburgh90
- Investment advisory services in Omaha88
- Investment advisory services in San Antonio88
- Investment advisory services in Boca Raton85
- Investment advisory services in Birmingham84
- Investment advisory services in Grand Rapids84
- Investment advisory services in Rochester82
- Investment advisory services in Columbia79
- Investment advisory services in Richmond79
- Investment advisory services in Greenville76
- Investment advisory services in Las Vegas73
- Investment advisory services in Bellevue72
- Investment advisory services in Jacksonville67
- Investment advisory services in Greenwood Village66
- Investment advisory services in Louisville66
- Investment advisory services in Orlando65
- Investment advisory services in Tulsa65
- Investment advisory services in Fort Lauderdale64
- Investment advisory services in Fort Worth64
- Investment advisory services in Madison64
- Investment advisory services in Wilmington64
- Investment advisory services in Colorado Springs63
- Investment advisory services in Springfield63
- Investment advisory services in Troy63
- Investment advisory services in Lexington62
- Investment advisory services in Plano62
- Investment advisory services in Washington61
- Investment advisory services in Nashville59
- Investment advisory services in Tucson59
- Investment advisory services in Sarasota57
- Investment advisory services in Pasadena56
- Investment advisory services in Salt Lake City54
- Investment advisory services in Walnut Creek54
- Investment advisory services in Memphis53
- Investment advisory services in Naples53
- Investment advisory services in Alpharetta49
- Investment advisory services in Bethesda49
- Investment advisory services in Knoxville49
- Investment advisory services in Brentwood48
- Investment advisory services in Cleveland48
- Investment advisory services in Oklahoma City48
- Investment advisory services in San Jose48
- Investment advisory services in Franklin47
- Investment advisory services in Lafayette47
- Investment advisory services in St Louis47
- Investment advisory services in Melville46
- Investment advisory services in Plymouth46
- Investment advisory services in Virginia Beach46
- Investment advisory services in Coral Gables45
- Investment advisory services in Lake Oswego45
- Investment advisory services in Philadelphia45
- Investment advisory services in Lincoln43
- Investment advisory services in Mclean43
- Investment advisory services in Westlake Village43
- Investment advisory services in Baton Rouge42
- Investment advisory services in Buffalo42
- Investment advisory services in Bloomington41
- Investment advisory services in Fort Collins41
- Investment advisory services in Jackson41
- Investment advisory services in Kansas City41
- Investment advisory services in West Des Moines41
- Investment advisory services in Greensboro40
- Investment advisory services in Red Bank40
- Investment advisory services in Charleston39
- Investment advisory services in Chattanooga39
- Investment advisory services in Rockville39
- Investment advisory services in West Chester39
- Investment advisory services in St. Louis38
- Investment advisory services in Stamford38
- Investment advisory services in Albuquerque37
- Investment advisory services in Frisco37
- Investment advisory services in Pittsford37
- Investment advisory services in Reston37
- Investment advisory services in Ann Arbor36
- Investment advisory services in Baltimore36
- Investment advisory services in Honolulu36
- Investment advisory services in Sacramento36
- Investment advisory services in The Woodlands36
- Investment advisory services in Bloomfield Hills35
- Investment advisory services in Boise35
- Investment advisory services in Carmel35
- Investment advisory services in Little Rock35
- Investment advisory services in Marietta35
- Investment advisory services in Milwaukee35
- Investment advisory services in Reno35
- Investment advisory services in Roseville35
- Investment advisory services in Arlington34
- Investment advisory services in Englewood34
- Investment advisory services in Southfield34
- Investment advisory services in Vienna34
- Investment advisory services in Westport34
- Investment advisory services in Fort Wayne33
- Investment advisory services in Lancaster33
- Investment advisory services in Littleton33
- Investment advisory services in Wichita33
- Investment advisory services in Alexandria32
- Investment advisory services in Carlsbad32
- Investment advisory services in Chesterfield32
- Investment advisory services in Princeton32
- Investment advisory services in Santa Barbara32
- Investment advisory services in Annapolis31
- Investment advisory services in Dublin31
- Investment advisory services in Clearwater30
- Investment advisory services in Edina30
- Investment advisory services in Lakewood30
- Investment advisory services in Minnetonka30
- Investment advisory services in Spokane30
- Investment advisory services in Towson30
- Investment advisory services in Burlington29
- Investment advisory services in Boulder28
- Investment advisory services in Cary28
- Investment advisory services in Charlottesville28
- Investment advisory services in Concord28
- Investment advisory services in Naperville28
- Investment advisory services in Providence28
- Investment advisory services in Tallahassee28
- Investment advisory services in Westlake28
- Investment advisory services in Woodbury28
- Investment advisory services in Albany27
- Investment advisory services in Centennial27
- Investment advisory services in Chandler27
- Investment advisory services in Fairfield27
- Investment advisory services in Greenwich27
- Investment advisory services in Metairie27
- Investment advisory services in Northbrook27
- Investment advisory services in Oak Brook27
- Investment advisory services in San Ramon27
- Investment advisory services in Southlake27
- Investment advisory services in Wayne27
- Investment advisory services in Akron26
- Investment advisory services in Bedford26
- Investment advisory services in Berwyn26
- Investment advisory services in Canton26
- Investment advisory services in Dayton26
- Investment advisory services in Durham26
- Investment advisory services in Fort Myers26
- Investment advisory services in Fresno26
- Investment advisory services in Jupiter26
- Investment advisory services in Portsmouth26
- Investment advisory services in Salem26
- Investment advisory services in Downers Grove25
- Investment advisory services in Gilbert25
- Investment advisory services in Morristown25
- Investment advisory services in Orange25
- Investment advisory services in Tempe25
- Investment advisory services in Vancouver25
- Investment advisory services in White Plains25
- Investment advisory services in Winston-Salem25
- Investment advisory services in Winter Park25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment advisory services, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many investment advisory services are there based in Honolulu, United States?
RevenueBase identified 36 investment advisory services headquartered in Honolulu, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Wealth Strategy Partners, LLC, headquartered in Honolulu, tops this list with the largest team on record.
Which city has the most investment advisory services?
New York leads with 532 headquartered companies, followed by Atlanta (274) and Houston (253).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 64 verified decision-maker contacts tracked across these 36 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 36 investment advisory services based in Honolulu, United States. Start with a free account, no credit card.
Download this list →Related lists
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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